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Financial Customer Services Associate
7 days ago
Are you passionate about customer service? Our Call Centre is the heart of our business, and we pride ourselves on excellent communication, attention to detail and our drive to be the best we can.
Known within the business as Client Services Voice, the Call Centre is responsible for servicing our leading investment clients, and their customers.
We are passionate about what we do and therefore looking for people who can provide excellent customer service, have a high level of attention to detail; but most of all, a passion for our business and provide the best customer experience possible.
About the roleOur call handlers are responsible for answering incoming telephone queries form a wide variety of callers such as clients, IFAs (Independent Financial Advisors), investors and other financial institutions.
You will accept account servicing questions on the phone and action the appropriate response, whether to request investigations, give portfolio valuations or update customer account details.
Within this role you will gain understanding of the processes and procedures across many different areas of the business and be able to exhibit understanding of the different investment products we work with, such as ISAs, Unit Trusts, Investment Trusts and OEICs.
We provide a comprehensive training course, which can last up to 12 weeks, and is a mix of classroom-based and on the phone training.
This will provide you with all the support & learning you need to be able to excel in this role.
Package Description- Competitive starting salary, followed by regular reviews and increases, as milestones are met.
- Fully paid training and qualifications
- Competitive holiday policy
- 6% employer pension scheme contribution
- Life Assurance (4 x salary)
- Single person healthcare
- Flex benefits scheme
- Discount scheme
- Sports and Social groups
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